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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,339 | $91,179-55.8% | $178,499-77.4% | $79,852-49.5% |
| Participation rate | 84.5% | 69.2%+15.3pp | 81.9%+2.6pp | 69.6%+14.8pp |
| Annual return | 18.51% | 24.19%-5.7pp | 151.10%-132.6pp | 31.72%-13.2pp |
| Employer contribution / active EE | $2,112 | $3,256-35.1% | $5,011-57.9% | $2,471-14.5% |
| Participant deferral / active EE | $4,560 | $3,236+40.9% | $5,202-12.3% | $3,740+21.9% |
| Admin fee / account holder | $601 | $6,749-91.1% | $13,986-95.7% | $5,306-88.7% |